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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,719 | $160,070-59.6% | $147,117-56.0% | $145,897-55.6% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 9.38% | 98.69%-89.3pp | 420.54%-411.2pp | 552.29%-542.9pp |
| Employer contribution / active EE | $1,630 | $5,285-69.2% | $4,932-67.0% | $4,663-65.0% |
| Participant deferral / active EE | $5,537 | $8,419-34.2% | $8,065-31.3% | $6,689-17.2% |
| Admin fee / account holder | $9,079 | $15,035-39.6% | $12,993-30.1% | $13,390-32.2% |